About Our Firm

Quest Financial Services is a full service financial planning firm with an extensive network of professional affiliations, clients and staff. Our company takes special pride in its client-centered approach. As a proudly independent financial services firm, Quest Financial Services is not biased in favor of any investment product or service. At Quest, the client’s interest is always paramount.

Following a tradition established by the company’s founders, we place a premium on obtaining a thorough knowledge of our clients’ needs and financial circumstances before dispensing advice. Our objective is to build a financial plan to enhance the lives of our clients and to secure their retirement.

As a full services financial planning firm our specialties include:

· Investment Planning

· Wealth Management

· Estate Protection

· Retirement Planning

· Family Benefits

· Education Savings Plans

· Long Term Income Strategies

· Pension Maximization

· Tax Reduction Management

· Business Consulting

At Quest Financial Services we bring a team approach to the task of assisting our clients in meeting their needs and preserving the wealth of individuals and businesses. In addition to our in-house staff, Quest Financial Services draws upon the expertise of attorneys, CPAs and accountants who provide invaluable expertise. We are securities licensed from coast to coast in states including California, Florida, Arkansas, Connecticut, Massachusetts, Maryland, Missouri, North Carolina, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Virginia, Vermont and Washington as well as New York. 

Your choice of the right financial professional is not a simple one and it could be the most significant investment decision you will make in your lifetime. Our main objective is to provide you financial security today and far into the future.  Your goals will always dictate which financial strategies we will implement in order to work toward success.